Fielder Capital Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Fielder Capital Group’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$463K	Hold	7,815	–	–	0.1%	151
2026 Q1	$431K	Sell	7,815 -91	-1%	-$5.05K	0.09%	143
2025 Q4	$416K	Hold	7,906	–	–	0.09%	137
2025 Q3	$411K	Sell	7,906 -583	-7%	-$29.7K	0.09%	131
2025 Q2	$418K	Hold	8,489	–	–	0.11%	119
2025 Q1	$401K	Hold	8,489	–	–	0.12%	116
2024 Q4	$410K	Hold	8,489	–	–	0.13%	115
2024 Q3	$413K	Sell	8,489 -4,695	-36%	-$218K	0.14%	105
2024 Q2	$589K	Sell	13,184 -225	-2%	-$10.1K	0.23%	72
2024 Q1	$619K	Sell	13,409 -1,019	-7%	-$44.9K	0.28%	62
2023 Q4	$636K	Buy	+14,428	New	+$585K	0.38%	56

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fielder Capital Group's EQAL Position: Q2 2026 in Review

Fielder Capital Group held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 7,815 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #151.

Fielder Capital Group first reported a position in EQAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $636K in Q4 2023. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Fielder Capital Group held 7,815 shares of Invesco Russell 1000 Equal Weight ETF worth $463K as of Q2 2026.
Fielder Capital Group left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.1% of Fielder Capital Group's portfolio in Q2 2026, its #151 holding.
Fielder Capital Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Fielder Capital Group's Invesco Russell 1000 Equal Weight ETF position peaked at $636K in Q4 2023.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.